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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $282,314 | $166,131+69.9% | $164,975+71.1% | $145,877+93.5% |
| Participation rate | 71.4% | 82.0%-10.6pp | 78.6%-7.2pp | 80.3%-8.9pp |
| Annual return | 23.04% | 100.37%-77.3pp | 70.12%-47.1pp | 551.28%-528.2pp |
| Employer contribution / active EE | $2,764 | $5,276-47.6% | $4,343-36.3% | $4,663-40.7% |
| Participant deferral / active EE | $10,792 | $6,962+55.0% | $6,033+78.9% | $6,691+61.3% |
| Admin fee / account holder | $963 | $16,648-94.2% | $12,688-92.4% | $13,402-92.8% |